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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,975 | $102,385-48.3% | $147,080-64.0% | $80,935-34.5% |
| Participation rate | 25.5% | 75.9%-50.3pp | 82.2%-56.7pp | 67.7%-42.1pp |
| Annual return | 14.16% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,156 | $3,717-68.9% | $4,933-76.6% | $2,757-58.1% |
| Participant deferral / active EE | $1,635 | $6,651-75.4% | $8,066-79.7% | $4,299-62.0% |
| Admin fee / account holder | $21,547 | $7,951+171.0% | $12,989+65.9% | $6,924+211.2% |